Strategic Staffing Solutions

Operations Analyst (Finance/Fees & Commissions)

Location: Salt Lake City UT 84111

Duration: 6 month contract

Pay: $20-23/hr W2

Overview:

The Fees and Commissions team manages income, fee and interest charges for the client and house businesses. The team impacts the success of millions of trades a day and uses data-based decision making to influence strategic business decisions. Adapting to changing client and business needs and accurate management of charges is critical to the profitability of our organization. Team responsibilities include rate maintenance, charge validations, reconciliations, adjustments, payments, cost allocations, system developments, regulatory updates, strategic projects, and business query support. We use data analytics and tools such as Alteryx, Tableau and SQL to make data-driven decisions and suggestions.

Responsibilities:

• Enhance and improve our processes and functions by developing a deeper understanding of the function and becoming a technical expert
• Collaborate with our technology and business partners as well as external contacts to improve strategic process workflows
• Provide timely client or business query support
• Use your inquisitive mindset to identify control weaknesses and recommend robust solutions
• Monitor Futures/listed derivative fees, commission or interest related functions for clients and house businesses.
• Maintain accurate commission, interest and fee rates for clients in all firm systems.
• Ensure accurate collection and payment for millions of trades a day
• Monitor and approve functions that span the life cycle of a trade such as validations, configurations, adjustments, reconciliations, invoices, and payments.
• Align team expectations and oversee gaps around all phases of the trade and billing life cycle
• Act as a technical expert to enhance firm’s processes, identify control weaknesses, recommend robust solutions, in collaboration with direct team, internal and external technology and business partners.
• Regularly assess client, business and regulatory needs and identify change required
• Plan and execute projects to increase firm profitability and adhere to any new compliance guidance
• Develop readiness plan and associated change management strategies for new functionality upgrades on the back of business, regulatory or system upgrades
• Partner with Business Intelligence team to develop capabilities for new process that would identify and mitigate risk derived from the correlation of quantitative and qualitative data.
• Define project scope and required resources; set objectives and milestones; measure outcomes and their impact.
• Highlight project bottlenecks and propose feasible solutions.
• Collect, interpret and condense large amount of complex data, and present meaningful actionable insights to senior level stakeholders.
• Translate project business requirements for technical and non-technical stakeholders.

Skills & Experience:

• Self-motivated and proactive team player who takes ownership and demonstrates accountability, has strong organizational skills as well as the ability to effectively manage competing priorities.
• Proactive, enthusiastic approach with very high attention to detail
• Highly collaborative, flexible, and team-focused with ability to interact effectively with a wide range of stakeholders
• Translating project business requirements for technical and non-technical stakeholders.
• Effective problem solving and critical thinking skills along with the ability to use discretion and good judgment
• Excellent Client Service skills with ability to communicate complex issues to individuals with varying levels of product expertise
• Competency with MS Suite, especially Excel and the ability to learn multiple programs quickly
• Data ingestion, data transformation and harmonization, data processing, data provision, data modeling, and data access.
• Financial and risk management experience including compliance risk (ex – data management, charge accuracy)